Our Approach
Your Goals, Our Priority
Mark Demo and Ray Patraw aren’t just business colleagues – they’re lifelong friends who grew up and have shared life experiences together. They also share common core values and a committed focus to helping their clients plan for a financial future that is aligned to their personal needs and goals. Combining more than 55 years of investment industry experience, Mark and Ray help individuals and families develop comprehensive wealth management plans that reflect their long-term goals and risk tolerance.